SMA
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Sage Mountain Advisors’s Applied Materials AMAT Stock Holding History

Sage Mountain Advisors’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$472K Buy
+653
New +$301K 0.03% 142
2026
Q1 		– Sell
-7,306
Closed -$1.88M – 297
2025
Q4 		$1.88M Buy
7,306
+368
+5% +$88.2K 0.1% 106
2025
Q3 		$1.42M Buy
6,938
+921
+15% +$167K 0.08% 124
2025
Q2 		$1.1M Buy
6,017
+294
+5% +$46.6K 0.07% 128
2025
Q1 		$831K Buy
5,723
+1,509
+36% +$254K 0.06% 150
2024
Q4 		$685K Sell
4,214
-334
-7% -$60.5K 0.05% 163
2024
Q3 		$919K Buy
4,548
+107
+2% +$21.9K 0.08% 118
2024
Q2 		$1.05M Buy
4,441
+957
+27% +$205K 0.1% 95
2024
Q1 		$719K Buy
3,484
+280
+9% +$51.4K 0.07% 119
2023
Q4 		$519K Sell
3,204
-19
-0.6% -$2.79K 0.06% 126
2023
Q3 		$446K Buy
3,223
+451
+16% +$64.7K 0.06% 127
2023
Q2 		$401K Buy
2,772
+115
+4% +$14.4K 0.06% 140
2023
Q1 		$326K Buy
+2,657
New +$305K 0.05% 160
2022
Q1 		– Sell
-1,476
Closed -$232K – 619
2021
Q4 		$232K Buy
+1,476
New +$214K 0.03% 491

Other funds holding AMAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sage Mountain Advisors's AMAT Position: Q2 2026 in Review

Sage Mountain Advisors opened a new position in Applied Materials (AMAT) in Q2 2026: 653 shares worth $472K. The stake represents 0.03% of the portfolio and ranks #142 among its holdings. This is a return to the name: Sage Mountain Advisors previously reported a position in AMAT as recently as Q4 2025.

Sage Mountain Advisors first reported a position in AMAT in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.88M in Q4 2025. 3,504 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Sage Mountain Advisors held 653 shares of Applied Materials worth $472K as of Q2 2026.
  • Applied Materials was a new Sage Mountain Advisors position in Q2 2026.
  • Applied Materials made up 0.03% of Sage Mountain Advisors's portfolio in Q2 2026, its #142 holding.
  • Sage Mountain Advisors first reported a position in Applied Materials in Q4 2021 and has held it in 14 quarters since.
  • Sage Mountain Advisors's Applied Materials position peaked at $1.88M in Q4 2025.
  • 3,504 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.